Article

14min read

How To Build A Customer Journey Map

Understanding your customers’ paths is no easy task. Each user has their own unique reason for visiting your site and an individual route that they take as they explore your pages.

How can you gain insights about your customers to improve your website’s usability and understand buying trends?

The answer is simple: build a customer journey map.

In this blog, we’ll dive into a few things: what is a customer journey, a customer journey map, how to map the customer journey visually, templates of different customer journeys, a step by step guide for how to create them, and examples of customer journeys in action. Let’s get started

What is a customer journey?

A customer journey is a combination of all the interactions customers have with your brand before reaching a specific goal.

Creating a compelling journey helps you stand out and shows customers that you care about their experience. An enjoyable customer journey promotes positive engagement, making for more satisfied customers that are more likely to return for repeat purchases.

By better understanding your customers, you’ll be able to provide them with the best possible user experience every time they visit your online store. The best way to do this is by creating visual customer journey maps that present all this information about customers at a glance.

What is a customer journey map?

A customer journey map is a visual representation of a customer’s interaction with your business or website. It’s used to define which parts of this process might not be working as smoothly as they should be, thus improving the customer’s experience.

The customer journey map is a (mostly) visual tool that helps businesses understand what a customer goes through when buying a product or service from them. It maps out in clear, concise, visual terms, the journey each customer is likely to experience through buyer personas and user data.

The best customer journey map is a story, brought to life visually, of the customer’s experience. In essence, the best customer journey map is a story, brought to life visually, of the customer’s experience. It should be noted, however, that more complex information on the map may require text.

The map itself highlights “touchpoints, which are specific elements of the customer’s interaction with a business. Each of these touchpoints – for example, seeking a product, researching its content, buying the product, waiting for delivery, and returning it if unsatisfied – can be judged as negative, neutral, or positive from the customer’s perspective.

Customer journey maps require various research techniques that include hard data, customer feedback, and creative thinking. As such, no two maps are the same and each one will depend on many different factors that can’t be simplified or stereotyped as a matter of course.

The heart of customer journey maps: Buyer personas

Buyer personas are at the heart of a customer journey map tool and are broad representations, presented as fictional characters, based on real-life data and customer feedback. Typically, each project will create between three and seven buyer personas, each of which will require its own customer journey map.

The point of the customer journey map is to understand, as clearly as possible, what a customer will encounter when using your service. It will also help you improve the elements that are not functioning properly, are not easy to navigate, and show you how to make the entire experience more satisfying.

Each persona, and therefore the journey map itself, is not meant to be a perfect illustration of actual interactions. Rather, it’s a broad representation of the experience from the persona’s perspective.

Who Can Benefit From A Customer Journey Map?

There are many reasons why a customer journey map can be useful to a business. Customer satisfaction is more important than ever to a business, and it’s tied to loyalty to an extent that has not previously existed. Customers are more demanding, aware of their options, and willing to shop around.

By mapping each of the previously mentioned touchpoints, a well-designed customer journey map template can highlight any problems that clients might experience in the process of interacting with a business and help foster a relationship with an organization, product, service, or brand. This can occur across multiple channels and over a long period of time.

Once a customer journey map template has been designed, the entire enterprise can keep the customer at the forefront of the decision-making process. With a focus on the customer and their experience, or user experience (UX), any kinks, holes, or brick walls within the timeline’s touchpoints can be ironed out.

Bringing Together All Aspects Of The Business

Customer journey maps can help a business by bringing together departments with a focus on customer experience. To begin with, all departments can be engaged to discuss issues that customers may face when dealing with them. This is no small thing as many departments may not be used to dealing with customers, yet the decisions they take may have a profound effect on UX. By creating an understanding of how each touchpoint affects UX across the entire business, decisions can be made from an empathetic perspective.

Traditional marketing stops at the point of purchase, but customer experience does not necessarily end there. For example, perhaps the purchase was not to their satisfaction and they want to return the goods. Departments that might not typically be involved in touchpoints before purchase now have a central role to play. How easy is it for the customer to find the return information on a website? If they need information on delivery or collection times, how likely are they to get a response that will satisfy them? This all requires forethought and a policy that keeps customer experience central to design and organization.

How to map the customer journey visually

A customer journey map is a visual representation that helps you gain better insight into your customers’ experiences (from start to finish) from their point of view.

There are two vital elements to creating a customer journey map:

  • Defining your customers’ goals
  • Understanding how to map their nonlinear journey

By mapping out a customer’s digital journey, you are outlining every possible opportunity that you have to produce customer delight. You can then use these touchpoints to craft engagement strategies.

According to Aberdeen Group (via Internet Retailer), 89% of companies with multi-channel engagement strategies were able to retain their customers, compared to 33% of those who didn’t.

To visually map every point of interaction and follow your customer on their journey, you can use Excel sheets, infographics, illustrations, or diagrams to help you better understand.

Customer journey maps also help brands with:

  • Retargeting goals with an inbound viewpoint
  • Targeting a new customer group
  • Forming a customer-centric mindset

All of these lead to better customer experiences, which lead to more conversions and an increase in revenue.

Want more information on the digital customer journey? Check out our digital customer journey resource kit for a detailed e-book, an editable workbook, a use case booklet, and an infographic.

Examples of Customer Journey Map Templates and Which to Choose

There are four different types of customer journey maps to choose from. Each map type highlights different customer behaviors as they interact with your business at different points in time. Choosing the right template is essential based on your goals.

  1. Current state template

The current state template is the most commonly used journey map that focuses on what customers currently do, their way of thinking, and how they feel during interactions.

It’s great for highlighting existing pain points and works best for implementing incremental changes to customer experiences.

2. Future state template

The future state template focuses on what customers will do, think, and feel during future encounters. It’s useful for conveying a picture of how customers will respond to new products, services, and experiences.

3. Day in the Life Template

This template is similar to the current state template because it visualizes present-day customer behaviors, thoughts, and feelings. However, this template assesses how customers behave both with your organization and with peers in your area.

This type of journey map works best for spurring new initiatives by examining unfulfilled needs in the market.

4. Service Blueprint Template

When creating a service blueprint template, you typically begin with an abridged version of a current or future state journey map. Then you add a network of people, methods, procedures, and technologies responsible for giving a simplified customer experience, either in the present or in the future.

Current state blueprint maps are beneficial for recognizing the source of current pain points, whereas future state blueprint maps help create an environment that will be necessary for providing a planned experience.

How to Create a Customer Journey Map (7 Steps)

Creating customer journey maps may feel repetitive, but the design and application you choose will vary from map to map. Remember: customer journeys are as unique as your individual customers.

Step 1: Create Buyer Personas

Before creating a journey map, it’s important to identify a clear objective so you know who you’re making the map for and why. Building personas is the most time-consuming part of the process. It requires detailed research, including qualitative and quantitative data, and is the foundation of the entire process. A persona is a highly relatable and rounded fictional character, generalized, but not stereotyped.

Buyer personas help define customer goals, providing a deeper understanding of their needs and topics of interest. More detail makes for more realistic personas, which means you’ll need to do a fair amount of market research to acquire this data.

Start by creating a rough outline of your buyer’s persona with demographics like age, gender, occupation, education, income, and geography. When you have that in place, you’ll need to get psychographic data on your customers. This kind of information may be harder to collect compared to demographic data, but it is worthwhile to understand customer preferences, needs and wants.

In short, demographics tell you who your customers are and psychographics provide insights into the why behind their behavior. Collecting concrete data on your customers helps you serve them better and deliver a more personalized user experience.

Collecting concrete data on your customers helps you serve them better and deliver a more personalized user experience.

Step 2: Select Your Target Customer

After making several customer personas, it’s time to do a “deep dive” into each to build a more accurate reflection of their experience.

Start by analyzing their first interaction with your brand and mapping out their movements from there.

What questions are they trying to answer? What is their biggest priority?

Step 3: List Customer Touchpoints

Any interaction or engagement between your brand and the customer is a touchpoint.

List all the touchpoints in the customer journey, considering everything from the website to social channels, paid advertisements, email marketing, third-party reviews, or mentions.

Which touchpoints have higher engagement? Which touchpoints need to be optimized?

All customer journey mapping examples are unique. Therefore, touchpoints on one map are unlikely to work for another. In fact, every business needs to update its buyer personas and customer journey maps as their business changes. Even quite subtle changes can have profound effects on the customer journey map template.

Step 4: Identify Customer Actions

Once you have identified all your customer touchpoints, identify common actions your customers make at each step. By dividing the journey into individual actions, it becomes easier for you to improve each micro-engagement and move them forward along the funnel.

Think of how many steps a customer needs to reach the end of their journey. Look for opportunities to reduce or streamline that number so customers can reach their goals sooner. One way to do this is by identifying obstacles or pain points in the process and creating solutions that remove them.

This is a great time to use the personas you created. Understanding the customer will help you troubleshoot problem areas.

Anticipating what your customer will do is another important part of mapping the customer journey. Accurate predictions lead to you providing better experiences, which ultimately leads to more conversions.

Step 5: Understand your available resources

Creating customer journey maps presents a picture of your entire business and highlights every resource being used to build the customer experience.

Use your plan to assess which touchpoints need more support, such as customer service. Determine whether these resources are enough to give the best customer experience possible. Additionally, you can correctly anticipate how existing or new resources will affect your sales and increase ROI.

Step 6: Analyzing the Customer Journey

An essential part of creating a customer journey map is analyzing the results.

Now you have your data, customer journey mapping template, touchpoints, and goals, it’s time to put it all together and define where the UX is meeting expectations and where things can be improved. It is important to note that mapping where things are going well is almost as important as defining what isn’t. Some elements of the journey can be spread to other areas.

As you assess the data, look for touchpoints that might drive customers to leave before making a purchase or areas where they may need more support. Analyzing your finished customer journey map should help you address places that aren’t meeting customers’ needs and find solutions for them.

Take the journey yourself and see if there’s something you missed or if there is still room for improvement. Doing so will provide a detailed view of the journey your customer will take.

Follow your map with each persona and examine their journeys through social media, email, and online browsing so you can get a better idea of how you can create a smoother, more value-filled experience.

One of the best ways of pinpointing where things are not going to plan is through customer feedback. This is typically done through surveys and customer support transcripts.

Step 7: Take Business Action

Having a visualization of what the journey looks like ensures that you continuously meet customer needs at every point while giving your business a clear direction for the changes they will respond to best.

Any variations you make from then on will promote a smoother journey since they will address customer pain points.

A great way to test your variations to find out what better serves your customers throughout their user journey is by leveraging A/B testing.

AB Tasty is a best-in-class A/B testing solution that helps you convert more customers by leveraging experimentation to create a richer digital experience – fast. This experience optimization platform embedded with AI and automation can help you achieve the perfect digital experience with ease.

Analyzing the data from your customer journey map will give you a better perspective on changes you should make to your site to reach your objective.

Once you implement your map, review and revise it regularly. This way, you will continue to streamline the journey. Use analytics and feedback from users to monitor obstacles.

Customer Journey Map Examples

Customer journey map templates are varied, some appear like works of art, while others are the work of a child, but as long as they are clear and concise, they can be effective.

Customer Journey Map Examples

This customer journey map for the charity ‘The Samaritans’ is a highly empathetic map, focused on the purpose of the charity itself. Note how the text is highly visual and therefore makes it easy to relate to the image of the map itself.

Another example of customer journey map

This is an example of a map that gives the impression of a journey, rather than a linear UX. This can help push home the point that customer experience is rarely easy to define as a journey from A to B.

The Truth about Customer Journeys

Customer journeys are ever-changing. Journey maps help businesses stay close to their customers and continuously address their needs and pain points. They provide a visual of different customers which helps to understand the nuances of their audience and stay customer-focused.

Customer journey maps can vary widely, but all maps share the same steps. With regular updates and the proactive removal of roadblocks, your brand can stand out, provide meaningful engagement, improve customer experiences, and see positive business growth.

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Article

13min read

Customization vs Personalization: What’s the Difference?

How do you grab a customer’s attention when our world has us on digital information overload?

Capturing attention and standing out in a market saturated with so many options is a challenge now more than ever. To overcome the digital noise, many businesses are aiming to enhance the customer experience with two approaches: customization vs personalization.

What’s the difference between customization and personalization? Are they two terms we can use interchangeably or are they two entirely different concepts? 

You guessed it – customization and personalization describe two very different, but not entirely unrelated, practices. Though not the same, (mass) customization and personalization strategies revolve around people’s deep-seated desires for self-expression and recognition – as well as their limited attention spans in a loud, digital world.

Let’s take a deep dive together into the sea of information we have about customization vs personalization.

What’s the difference between customization and personalization?

Customization and personalization are often thought of as synonyms, but while some crossover certainly exists, they are very different terms referring to very different practices. They overlap in their ability to make the customer feel as if they have a unique relationship with the brand in a way that the mass marketing of the past could never achieve.

Both practices have proven particularly well suited to Millennials, the largest consumer age group, who have an instinctive mistrust of older forms of advertisement but are more influenced by both customization and personalization-based marketing. So what exactly are the differences and how do they work?

Customization Definition: Giving the power to the users

The most common form of customization comes in the form of product customization and is typically found online. Product customization is particularly popular for clothing outlets, whereby shoppers can design a piece of clothing from an online template, using different colors, fabrics, and shapes to make their own ‘unique’ product.

Customization examples:

Nike is one of the most important innovators in the field, allowing you to customize every aspect of your sneaker.

NikeCvP
Image Source

Another brand that has used product customization to great effect is Burberry, which has gone from strength to strength in recent years, partly due to being an innovator in the field of product customization.

Burberry
Image Source

This is sometimes referred to as ‘mass customization’ whereby online tools allow the customization process to produce bespoke products at mass-produced prices.

What is mass customization?

Mass customization is all about customer experience, sometimes referred to as CX, which marks an enormous shift from shopping habits that were once almost entirely about the product.

Interacting with brands and producing individual styles, or at least appearing to, is at least as important to Millennials as the functionality of a product, and there is little reason to think that subsequent generations will not have similar expectations in the future, especially with technology becoming so ubiquitous and powerful. Wherever retail goes in the near future, CX is going to be an essential part of it. While the cutting edge of customization is not a major preserve of older generations, the need to keep such platforms simple and easy to use should not be ignored.

One of the issues facing businesses offering product customization is how quickly can each purchase be produced? Convenience is also thought to be a major concern for shoppers in the 21st century, and patience is not seen as a virtue. This goes to the heart of the customer experience and will likely inform how successful the model is for each business. The more complex mass customization becomes, the larger on-demand mass production will be.

One thing is for sure, what was once the preserve of the burger joint or ice cream parlor, customization is fast spreading to all aspects of retail, and as a result, is changing everything.

Personalization Definition: Tailor your user’s entire experience

Personalization is one of the most misunderstood marketing terms of all.

Often misunderstood for customization, recommendation, and even optimization, it is instead a set of well-defined practices with an overall purpose or goal. Unlike customization, which offers a very specific set of tools for customer interaction, personalization has far-reaching methods and possibilities and is currently at the very beginnings of its potential. It also touches upon issues of privacy, politics, and generational divides.

In the broadest sense, personalization is marketing designed with the individual in mind. Obviously, there is no single human observing individual tastes to present products or services that are most relevant. This is where highly sophisticated algorithms come in.

One type of personalization is the recommendation engine, although it should be noted that personalization is not a type of recommendation. The most common of these are websites and streaming services, such as YouTube or Netflix. If you have ever used these sites you will know that certain box sets or videos are recommended based on previous viewing habits. To begin with, these were obviously connected programs.

For example, if you had watched a basketball documentary, there’s a good chance that one on baseball would interest you. So far, so simple. But, as recommendation engines become more sophisticated, seemingly unconnected content works just as well. The same type of algorithms are used in retail, most famously by Amazon, and include Email campaigns that are tailored to the individual and addressed personally. This is the beginning of personalization.

Personalization also uses segmentation, for example, individual traits, such as age, gender, or location, all of which can profoundly change how marketing information is presented. Beyond that, a person’s politics, browsing behavior, and even ethical concerns can be taken into account.

We should pause here to consider the two main versions of personalization, rule-based and machine learning.

  • Rule-based personalization relies on the previously mentioned segmentation model, whereby the audiences are broken down into both broad and granular segments, such as age or location. 
  • Machine learning personalization, on the other hand, uses algorithms. These can be those used in recommendation engines and even parts of segmentation marketing, such as behavior. 

Whereas basic algorithms can provide broad data, such as what is trending, recommendation engines, and the like, provide more in-depth information for the individual.

Personalization vs customization in e-commerce

Customization can come in many forms, from fast food restaurants that encourage customers to design their food their way, to online stores that allow visitors to design their own clothing.

Personalization, on the other hand, is a far more complex practice that takes into account customer (or potential customer) behavior in order to market the right products, to the right person, at the right time. Using big data and powerful algorithms, personalization is becoming a more powerful tool every day, with a diverse number of businesses implementing it to great success.

Getting the most out of both practices requires an understanding of how they both work and the major differences between them.

You can certainly see the similarities between customization and personalization:

  • Both aim to make consumers feel uniquely understood and marketed as individuals. 
  • Both put a high value on self-expression and personal tastes and experiences. 
  • Both create the illusion that consumers are being given white-glove treatment and have a one-on-one relationship with the brand. 
  • Both, in a way, involve the consumer as a co-producer of value – for customization, it means relying on their predilections to craft the product, and for personalization, it’s sharing their data (unbeknownst to them or not) to create personalized marketing messages.

Ultimately, through a product strategy on the part of the company, mass customization is driven by the consumer. Especially appealing to Millennials, it’s a way of validating their own sense of self through ‘build-a-bear’ style product production.

With personalization, the onus is much more on the company to bring value and deliver meaning to the consumer audience they’re targeting.

People naturally crave to be in control of their surroundings and personalization techniques create a cherry-picked environment that feeds into that need. Bargain hunting for low-priced kitchenware from your favorite outlet? If ads for the very items you’re looking for suddenly appear all over the internet, it somehow creates a feeling of empowerment, as if in some impossible way, your wishes and needs automatically manifest.

As for information overload, this is the classic argument that contemporary consumers are exposed to a dizzyingly high number of marketing messages, far too many to consciously register, remember, or act on. Personalization strategies both (hopefully) limit the number of marketing messages a consumer is exposed to in the first place, as well as stimulate the brain to recognize these stand-out strategies, as opposed to letting them sit in the background of our consciousness. This is the idea of selective attention or the fact that your brain will automatically pick up on potentially important stimuli – i.e. those most relevant to you.

Web Personalization And Privacy Concerns: Customization and Personalization

Privacy is a major concern for many consumers and personalization has sometimes seemed more like an unwelcome stalker to some as a result. With legislation being debated in various corners of the world, what is deemed as overstepping the mark should be a concern for all.

All generations have some concerns regarding personalization and privacy, not helped by various data leaks and hacks of major companies. The truth of the matter, however, is that personalization shouldn’t be “creepy.” Transparency is a great way to instil trust with customers. Personalization need not be a back-door practice, where using personal data is hidden behind jargon and misleading declarations. Most website visitors are happy to share data as long as they know how it’s being used, especially if there is some advantage in it for them.

Being able to opt-out is another great way to make customers feel as if they have some control over the process. In some cases, the personalization process itself can be customized. While most users won’t bother engaging, they will appreciate the option to.

Evolution From Mass Marketing To One-To-One Marketing

Mass marketing is where a product or service is marketed to an entire population. It essentially treats everyone the same, with the same needs. Although that is clearly not the case, the philosophy revolves around the idea that the more people who receive the message, the more likely you will reach someone who is interested. It’s essentially the practice of selling low-cost and homogenous items at high volumes. While it’s more miss than hit, mass marketing was well suited to mass media markets, such as television, which had the majority of the population engaging with it on a regular basis.

Mass marketing began in the 1920’s, with the advent of radio. The popularity of this form of media made it ripe for advertisers to market products in a way that wasn’t possible before. As attitudes shifted over the decades, mass marketing’s influence rose and fell until the 1980’s and 1990’s, when it reached its peak.

History of mass marketing timeline:

  • 1920’s – Begins with the advent of radio
  • 1930’s – The great depression reduces its influence
  • 1940’s and 1950’s – With income rising, its effectiveness becomes relevant again through the “Mad men” era
  • 1960’s and 1970’s – A rise in anti-Capitalism sees its influence wane again
  • 1980’s and 1990’s – The peak years of mass marketing during the economic boom

The history of one-to-one marketing is essentially a history of the Internet. When the first HTML dialogue occurred on Christmas Day, 1990, it set in motion the beginnings of personalization. Also in 1993, Webtrends was founded, which was essentially the first commercial web analytics program. Unfortunately, only those well-versed with the technology had any idea of how to read the data, so its effects were minimal.

Things carried on at pace, however, and log file analysis made it possible for non-tech people, most importantly marketers, to make use of the data. This was soon followed by hit counters and Javascript tagging, which became important as the Internet began to use more imagery. With few people using the Internet, however, the advances made during this time were not to be truly helpful for a few years to come.

It wasn’t until 2004 that the type of web analytics we know today began to appear and by 2005 Google had released Google Analytics. This allowed website owners to dig further into the data than had been previously possible, with concise visuals that allowed for easy reading of in-depth information. It’s at this point that personalization becomes more tangible, with conversion rate optimization becoming a particular focus.

Machine learning personalization, such as recommendation engines, soon began to be useful in a way that was not possible before, as algorithms began to exponentiate their capabilities, with Amazon and Netflix leading the way. From Email campaigns to accurate predictions of preferences, the practices of personalization became ubiquitous by 2008.

Mouse tracking and eye tracking also added profound data that improves visitor experience and thus increases interaction. With a deeper understanding of customer habits, personalization is beginning to become more accurate, focused, and effective.

With the advent of multiple devices using the Internet, Google released Universal Tracker in 2012. With more profound data at its fingertips, demographics, behavior, and lifestyle began to be segmented more accurately, further categorizing customers for more predictable results. App personalization becomes more and more important as phone use begins to outstrip laptops/desktops for online use. Machine learning on mobile soon improves.

Soon after, personalization magnifies the effectiveness of CRM (Customer Relation Management), which focuses on user experience and customer retention. This only becomes possible as big data is collected at ever higher rates, allowing companies to truly understand their customer’s needs.

With the use of A/B testing, the future of personalization is now highly managed from beginning to end. No longer is trial and error at the forefront of designers of websites or marketing campaigns. Behavior on site is monitored to a level thought unimaginable just a few years ago and personalization is becoming truly individualized. User experience is now at the heart of personalization, and with the likelihood of more powerful algorithms and customer understanding to come, personalization seems to be very much in its infancy.

 

Optimize to find your better.

Good things come to those who change.

How to start your personalization strategy

Website personalization shouldn’t be a complicated undertaking. In fact, it is becoming easier, and therefore more widespread, every day. With several tools at a business’s disposal, there are many ways to go about creating personalization that works for each business. In other words, personalization should be personal for each business using it.

The first place to begin is getting to know an audience. Too many start with the concept that the product is key and then try to persuade an audience that they are right. This is similar to a waiter insisting that the customer has made the wrong order when they chose the duck and bringing them beef instead. As should be clear now, customer experience has become one of the most important aspects of personalization, and that cannot be achieved without getting to know exactly what it is your customer expects from the interaction with your website.

Want more on personalization? Read our E-book: Your Guide to Personalization

What’s Better: Personalization or Customization?

You want your customers to feel unique and have a positive experience with your brand. For you, this could mean implementing personalization tactics or dabbling into the world of product customization. Bettering your customers’ experience could mean focusing on customization, personalization, or a mixture of both. If you design your roadmap with your customers in mind, you’ll find customer loyalty and satisfaction along the way.